Executive Services Relationship Manager

2 days ago Be among the first 25 applicants

The E
* TRADE Premium and Specialty Client Solutions (‘ETPS’) organization aims to deliver an industry‑leading client experience to E
* TRADE’s most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

Seeking experienced financial professionals to join our Executive Relationship Management team dedicated to servicing E
* TRADE’s and Share works’ high‑net‑worth stock‑plan executives. This role will provide excellent customer service and demonstrate creative problem‑solving skills to help executives navigate their equity compensation and provide guidance for their broader financial picture. The ideal candidate will offer knowledgeable support in a professional and efficient manner, while taking the initiative to stay up to date on both company solutions and services, as well as broader industry trends.

The Executive Services, Relationship Management (Executive RM) team is the face of the Workplace to our high‑net‑worth executives and seeks to build trust and develop relationships with these individuals. Executive RMs provide ‘white glove’ service and support to our most valuable Workplace executives, working to retain and grow these relationships to deliver the full value of the firm (e.g., advisory solutions, managed money, banking & lending, fixed income).

This will occur through comprehensive support, product education, trade facilitation and referrals to Financial Advisors. The Executive RM must be totally dedicated to exceeding participant expectations to retain these valuable households and develop long‑lasting relationships.

• Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management
• Formulate and deliver solutions for executives’ inquiries, ranging from foundational education to more complex transactions
• Establish relationships with assigned participants and corporate clients, identifying opportunities for business development
• Engage with executives through outbound campaigns across the course of the participant lifecycle, introducing opportunities to connect to a financial advisor to access additional wealth and liquidity solutions where appropriate
• Understand organizational structure to engage appropriate colleagues and teams across Virtual Client Solutions & Morgan Stanley to resolve problems and issues
• Carry out responsibilities with attention and adherence to Morgan Stanley’s core values

• Active Licenses:
  Series 7 and Series 63
• 1‑2+ years of client service experience within financial services

• 3‑5+ years of professional experience in Relationship Management, Stock Plan Services or Premium Services in the financial industry
• Active Series 66 (or Series 63 and Series 65) or the ability to obtain within 90 days in the role preferred
• Education or training equivalent to BA/BS with a concentration in financial services field
• Professional experience establishing relationships with their assigned executives and corporate clients
• Complete understanding of the securities industry, including equity and option trading
• Experience with outstanding problem resolution, troubleshooting and training skills
• Demonstrated strong work ethic, a passion to excel, extraordinary interpersonal skills, and team‑orientation

• A passion for understanding participants’ financial needs in an objective manner and seamlessly deliver the full value of Morgan Stanley
• Ability to act with sensibility and professionalism within a dynamic business environment with minimal supervision
• Outstanding oral and written communication skills
• Ability to work in a fast‑paced and…